Likelihood to Recommend We currently have a scenario where we print 1,000 documents per month, one for each resident. Because of DocuWare's ability to process barcodes, we dump that pdf to DocuWare and it files it into each resident's account. We then run scripting to add each of those documents to our cloud-based property management software. Saves having to process one document at a time per resident.
Read full review Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.
Read full review Pros The software is secure and makes our documents safe The software is scalable which is like The software offers features that makes document processing and collaboration easy. Docuware Cloud offers some automation features Read full review Flexibility on process management. Internal automations and connections to different data bases and boards. Easily connection with external programs through API's. Read full review Cons No active directory integration, this doubles up user management. No Outlook integration. Would be nice to be able to interact with Docuware from email. No mobile application. We have many remote users that would benefit from this. Read full review I would like to be able to add a due date without a time attached. I would like to see completed tasks be deleted after a set amount of time. Read full review Likelihood to Renew Docuware has become a vital part of our organization.
Read full review Usability Fairly intuitive for average users.
Read full review Support Rating We use a third-party company to assist in the support process, and they have been great to work with. Quick turn around on issues and almost immediate communication concerning support tickets. They are more than willing to consult with our IT partners as well, which is a must for our business.
Read full review Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept
Read full review Alternatives Considered We actually moved from DocuWare to
Plate IQ because Plate is restaurant specific and shares many item codes, SKU #'s, etc from major vendors. However, we continue to use DocuWare for other data management because it was so useful to us while we used it for AP.
Joe Ely CIO (Chief Information Officer)
Read full review We started using software we already had (such as
Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems.
Trello is good for managing demand but offers no process customization or approval and
Jira is too focused on development for our needs, and also hard to customize.
Read full review Return on Investment Allowed us to do multiple hours less data entry per client/per week. ROI very quickly. Package is customizable so you can scale as needed. Joe Ely CIO (Chief Information Officer)
Read full review Our processes are more organized and we are not missing any steps. We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer). We are able to keep track of customer billing changes easier. Read full review ScreenShots